- Raymond James Financial, Inc. (Southfield, MI)
- **Key Responsibilities** + Own the end-to-end mutual fund operations function, including governance of securities master and trading restrictions; trade ... + Product Setup & Platform Readiness: Partner with internal stakeholders on open end mutual fund platform. Oversee onboarding of new mutual funds and… more
- KeyBank (Brooklyn, OH)
- …Global Office, Fidelity Wealthscape + Four-year degree in Business or Finance + Experience in Mutual Fund Operations + Experience in Trust Operations ... Mutual Funds Receipts & Distributions Senior Specialist** helps manage the movement of mutual fund investments in, out, and between accounts at Key Bank.… more
- Charles Schwab (Westlake, TX)
- …selected candidate for this role to work on site in the specified location._ Clearing Mutual Fund Operations (CMFO) aims to lead the industry through ... a wide range of products, and professional staff. CMFO oversees key Mutual Fund Operations functions such as Trading, Dividends, Trade Corrections,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …established operational systems. + Supervise a team providing administrative and service operations support and have deep expertise in the service operations ... investment concepts, practices, procedures and industry regulations related to Mutual Funds. + Intermediate mathematical skills including addition, subtraction,… more
- Principal Financial Group (Des Moines, IA)
- …finance, economics or business. + 2+ years of professional or intern experience in investment/ mutual fund operations . + Knowledge of financial services and ... Are you looking to grow your career in investment operations ? If so, join Principal as an Associate, Investment...? If so, join Principal as an Associate, Investment Operations ! As an Associate, Investment Operations on… more
- Principal Financial Group (Des Moines, IA)
- …economics or business required. + A minimum of 1+ years' work experience in investment/ mutual fund operations or related field preferred. + Excellent ... **What You'll Do** As an Investment Data Operations Analyst on our Data Operations Team in our Des Moines office, you'll independently perform daily tasks, data… more
- BlackRock (San Francisco, CA)
- …alignment with transfer agency processes. + Integrate digital asset custody and transfer agency operations into existing mutual fund and ETF workflows. ** ... to industry advocacy and regulatory engagement. **Qualifications** + Deep understanding of mutual fund and ETF structures, including operational mechanics and… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …years' experience working in the Financial Services industry, preferably in securities processing, mutual fund operations or brokerage operations ... liaison between the client, relationship management and back-office processing operations . Adhere to internal department procedures and deadlines tonsure regulatory… more
- Charles Schwab (Lone Tree, CO)
- …3 years of experience within the Financial Services industry, particularly in the Mutual Fund /ETF space Preferred Qualifications: + Experience with global market ... Corporation. SAM delivers a wide variety of products including mutual funds, exchange-traded funds (ETFs), money market funds, collective...financial goals. It is the goal of the SAM Fund Services team to actively contribute to the success… more
- US Bank (Boston, MA)
- …an understanding of operations , legal or accounting principles which impacts the mutual fund industry - Ability to build strong working relationships by ... expect to be serviced by professionals who understand the mutual fund industry and their client's expectations...communication by coordinating and facilitating client tours of USBFS' operations as well as hosting at USBFS' annual client… more
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